Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jacob Bleyenberg is a financial advisor with The Colony Group, LLC. Jeremy has over 12 years of experience in the financial services industry. He is a registered investment advisor in Missouri and Texas, and holds the Series 6, 7, 63 and 65 securities licenses. Jeremy previously worked at LPL Financial LLC and Northwestern Mutual Investment Services, LLC. He specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
11/22/2011 - 03/02/2015
LPL FINANCIAL LLC (SAINT LOUIS MO)
MO
07/14/2008 - 02/01/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
IA
Issued 03/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jeremy Bleyenberg is the right advisor for you? Invested Better is here to help.
